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CII R06 Exam: Financial Planning Practice

The CII’s R06 exam forms part of the Diploma in Regulated Financial Planning. The exam is 3 hours and based on two case studies, which the candidates receive two weeks prior to the exam sitting. The nominal pass mark is 55%.

The exam syllabus covers the obtaining of client information and understanding of their aims, objectives and risk profile, the conducting of a fact-find, the analysis of client data, the formulation of a financial plan and the making of recommendations, and the monitoring of client circumstances.

3 NEW ways we are supporting your R06 revision

1 – Receive a PDF download link to our FREE R06 How to Pass Guide via email when you make a purchase or request a free taster for any of our R06 resources.

 

2 – Receive an invitation to our FREE one-hour R06 Exam Preparation Webinar (Tuesday 29 March 12:30 pm), when you make a purchase or request a free taster for any of our R06 resources. Can’t make it? Register anyway to access the webinar replay. More info…

 

3 – Attend our LIMITED ACCESS two-hour R06 Case Study Focus Webinar (Tuesday 19 April 2022 12:30 pm), which is available exclusively to those who purchase our R06 Case Study Analysis Package. Joining details will be sent the day before the webinar. Can’t make it? No problem – a webinar replay will be made available shortly after the webinar. More info…

Our learning resources

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Past Analyses from earlier exam sittings

Full detailed analysis of the case studies issued by the CII for earlier exams plus types of questions and examiner’s comments, exam technique and past paper analysis and generic questions including product areas and technical knowledge.

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Analysis and Webinar for the April 2022 exam

Full detailed analysis of the case studies for the forthcoming exam. Includes: questions our experts think could be asked in the exam and model answers; generic questions and answers; self-test questions; past paper analysis; exam technique and exclusive access to our Case Study Focus Webinar.

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Calculation Workbook

Focussing on the calculations within the exam syllabus, the calculation workbook provides calculation questions with full step-by-step answers, detailed explanations and cross-references to the relevant CII study text.

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Revision Notes

Designed for use when you are further along with your exam studies, our revision notes are a streamlined version of the learning outcomes and exam syllabus combined with self-test questions.

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  • “After a long lay off due to illness I decided to complete my Diploma. Brand Financial Training supported my studies. Their study material is excellent, so easy to read and presented in a logical format. The analysis for R06 was received promptly along with study tips and was invaluable. Test papers for R01 again were just the job. I really appreciated the personal attention received from Catriona, with suggestions for a variety of learning resources. All reasonably priced. Many thanks. I will be doing Level 6 with Brand Financial Training.”
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  • "I have just passed my exam first time, once again, relying mainly on your study notes. The calculation workbook was very useful, helping me to understand and work through the calculations, as were the mock exams giving me practice for the exam itself. Thank you!"
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